Sales: In Tray - attach documents
I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 'In tray for Sales?"
Online Payments: Credit Card Surcharge
I have looked through posts dating back to 2012 and beyond where people have been requesting the ability to have MYOB automatically calculate and (where applicable) add a surcharge for Credit Card payments. I have the PayDirect device and need to re-issue an invoice to manually add an extra line for a surcharge to the invoice while the customer is with me. Now that PayDirect Online has been released, a customer has the ability to pay an invoice with their credit card at their leisure, but I end up being charged for it without the customer even being aware. I have phoned customer service and was informed that there is currently no way of automatically adding the surcharge and the system doesn't do it. I amcurrenlty on the screen to setup PayDirect Online so have not tested it myself. The advice of customer service was to increase my fees to cover the surcharge. Not really fair on people who are not paying by card. Personally, I would have thought this issomething that should have been written into the software prior to releasing the Online component, or should be an option included in the online section that adds the surcharge to the final total prior to the customer paying. "Credit Card Surcharge"Forms: Invoices - Terms and conditions/second page
Suggest that we are able to add a 2nd page to all quotes/orders/invoices for things like Terms and Conditions that can be automatically printed within MYOB. As a minimum and pre-cursor to this suggest that the Labels format be changed in AR Live to allows us to have 1 A4 label on the page so that we can use this for Quote Terms and Conditions like we have been using in previous versions of MYOB. "Ability to add extra last page to custom forms for Terms and Conditions"
Statements: Ability to personalise statement (i.e. add Logo)
Please can we have the ability to customise our forms, invoices and statements etc? I want to be able to include my logo on my statements. I'd love to be able to add to my invoices a paypal (or other) web address for people wanting to pay by credit card. I'd like to be able to change the wording on emailed invoices. Arrrgh. So frustrating! 'MYOB LIVE customised forms and templates ... my way!"Sales/Purchases: Description character limit
Hello Please please pleaseincrease the character limit in the tax invoice description to at least 500, or no limit at all. I have seen a number of requests on the forum for this over the yearsand am not sure why it has not been changed. Many of our job descriptions or quote descriptions go over the word limit and I have to break up a paragraph somehow mid-way through, which does not look very professional. We do not have a $ amount for each line entered, we enter a number of aspects of a job inone line,which all total one amount,and this frequently exhasuts the word limit. I know I can add a blank line underneath with a $0 figure, but the limit frequently runs out mid-way through a sentence and it is very frustrating having to cut the half of the sentence that I got mid-way through, insert a blank line and paste the sentence in there and then keep going until the limit runs out again- it seems so pointless. Thank you Ruth "Description character limit"
